JR
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Jose Reynaud

1 Year of Experience
Houston, TX
Broker

Jose Reynaud is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 1 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

717 Texas Avenue, Suite 3050, Houston, TX, 77002

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jose works as a golf trainer, teaching people how to play golf, dedicating minimal time after business hours. He is also a partner at INVERKOLF S.C., a consulting firm in Mexico, spending minimal time after business hours on sales and marketing.

Employment History
Current Registrations
Morgan Stanley
September 2024 - Present · 1 yr 8 mos
Morgan StanleyBroker
September 2024 - Present · 1 yr 8 mos
State Registrations14 states
AZCADEFLGALAMAMNNVNYPRSDTXWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.